User Management

Introduction 

 This page covers day-to-day user administration across the commercial hierarchy (platform, distributor, partner, tenant). It includes adding, editing, disabling, deleting users, assigning roles and scopes, and handling password/MFA resets. 

 

 

 Add a new User 

 Purpose 

 Add a new user to the system. 

 Permission Level 

 

 Platform Administrator 

 Partner Administrator 

 Distributor Administrator 

 Tenant Administrator 

 

 Steps 

 

 Go to Settings→ Users. 

 Select Create. 

 Enter First Name, Last Name, Email Address, and optionally Phone Number. 

 Select User Role. Select Distributor, Partner, and Tenant to define the user’s scope. 

 (Optional) Toggle MFA Required if your policy requires MFA at next sign-in. 

 (Optional) Toggle Federated Only to prevent local password login for this user. 

 Save. 

 

 

 Modify an existing User 

 Purpose 

 Modify an existing user’s details, role, scope, or security options. 

 Permission Level 

 

 Platform Administrator 

 Partner Administrator 

 Distributor Administrator 

 Tenant Administrator 

 

 Steps 

 

 Go to Settings → Users. 

 Select the user you want to edit. 

 Update First Name, Last Name, Email Address, or Phone Number if required. 

 Adjust User Role. 

 Update Distributor, Partner, and Tenant scope as needed. 

 Adjust toggles: MFA Required, Federated Only, Disabled, or Locked Out. 

 Select Save. 

 

 

 Disable or Enable a User 

 Purpose 

 Temporarily block or restore user access without deleting the account. 

 Permission Level 

 

 Platform Administrator 

 Partner Administrator 

 Distributor Administrator 

 Tenant Administrator 

 

 Steps 

 

 Go to Settings → Users. 

 Select the user you want to edit. 

 Toggle Disabled on to suspend, off to re-enable. 

 Select Save. 

 

 

 Unlock a User 

 Purpose Clear a lockout after failed login attempts. 

 Permission Level Platform Administrator Distributor Administrator Partner Administrator Tenant Administrator 

 Steps 

 

 

 Go to Settings → Users. 

 

 

 Select the user you want to edit. 

 

 

 Unset the Locked Out indicator. 

 

 

 Select Save . 

 

 

 

 Enforce MFA 

 Purpose Require the user to register or re-register MFA at next sign-in. 

 Permission Level Platform Administrator Distributor Administrator Partner Administrator Tenant Administrator 

 Steps 

 

 

 Go to Settings  → Users. 

 

 

 Select the user you want to edit. 

 

 

 Toggle MFA Required on. 

 

 

 Select Save . 

 

 

 

 Force Federated Only 

 Purpose Restrict the account to federated sign-in only (no local password). 

 Permission Level Platform Administrator Distributor Administrator Partner Administrator Tenant Administrator 

 Steps 

 

 

 Go to Settings → Users. 

 

 

 Select the user you want to edit. 

 

 

 Toggle Federated Only on. 

 

 

 Select Save . 

 

 

 

 Delete a User 

 Purpose Remove a user account permanently. 

 Permission Level Platform Administrator Distributor Administrator Partner Administrator Tenant Administrator 

 Steps 

 

 

 Go to Settings → Users. 

 

 

 Select the user you want to delete. 

 

 

 Choose Delete . 

 

 

 Confirm the deletion.